Kinaxis: Proving Supply Chain Success in Every Quarter
Kinaxis, a global supply chain management software company, has reported its results for its second quarter.
Businesses is booming for the leader in end-to-end supply chain orchestration, with this quarter displaying nothing but growth since the year before.
Within a constantly evolving market, platforms like Kinaxis will always play a crucial role when it comes to helping businesses adapt to global pressures.
The Kinaxis boom
Kinaxis is a global leader in modern supply chain organisation and transformation, helping power complex supply chains around the world and making work easier for the people who manage them.
Kinaxis' platform, Maestro, is an AI-powered end-to-end solution which enables fast and intelligent decision making. Through Kinaxis Maestro, businesses can enhance their operational efficiency, improve their decision making and stay ahead of an ever-changing market.
Maestro provides full transparency across the supply chain, meaning more efficient operations and greater intelligence across the entire chain, allowing businesses full oversight from planning to last-mile delivery.
The company has helped giants like Volvo modernise their supply chain planning.
With major clients and proven results, it's little surprise that Kinaxis has seen a successful second quarter and is predicting continuous growth beyond 2027.
“This was our strongest second quarter ever for new business, and was equally balanced between new customer wins and expansion orders," says Bob Courteau, interim Chief Executive Officer at Kinaxis.
"As a result of this strong performance, including record profitability, we achieved our fourth consecutive Rule of 40 quarter and are increasing SaaS growth guidance for 2025.
“We now have early innovator customers using our new generative and agentic AI capabilities, which will help enable more autonomous supply chains that boost productivity, democratize access to data and generate better business outcomes.
"We couldn’t be more excited about how AI will transform both Kinaxis' opportunity and the amount of value we offer customers.”
Results show strong growth
Since its quarterly review in 2024, the total revenue for Kinaxis has grown by 15%, resulting in a Q2 2025 revenue of US$136m.
The company's annual recurring revenue grew to US$391m in Q2, with it predicting a final year revenue of US$535m-US$550m for 2025.
Kinaxis has raised its SaaS guidance as a result of a SaaS revenue growth of 17%,
Moreover, it has adjusted its EBITDA margin by 25%, showing record levels of profit and EPS, with a current 2025 Q2 EBITDA of US$33.7m.
“I am pleased with our performance in the first half of the year. Strong momentum in winning new business has improved our outlook for full-year SaaS revenue, the primary driver of our business," adds Blaine Fitzgerald, Chief Financial Officer at Kinaxis.
"Our gross margin and key profitability metrics continued to be strong in the second quarter and included record levels for adjusted EBITDA, profit and earnings per share.
"Our trailing-twelve-month free cash flow margin remains on a great trajectory and our mid-term financial aspirations are all intact."
Looking forward
Kinaxis' planned growth doesn't stop there, as the company already has predicted figures for 2027 and beyond.
It expects continued SaaS growth and increased profitability going beyond 2025, all whilst considering potential risks and potential steps forward.
It is also exploring maintaining customer retention levels whilst maintaining consistent rates, anticipating trends and challenges to both Kinaxis as a platform and the market as a whole, as well as changes to foreign currency valuation.
As the world continues to shift, driving the market with it, platforms like Kinaxis Maestro will be vital in helping companies succeed.
